-71.2%
STSM vs VOO
+14.6%
-85.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.5% | -5.3% |
| 7D | -1.2% | -0.6% | -0.6% | -1.5% |
| 30D | +19.4% | -3.6% | +23.1% | +5.5% |
| 3M | -1.8% | -2.7% | +0.9% | -9.0% |
| 6M | -22.1% | +2.2% | -24.3% | -2.7% |
| YTD | -64.6% | +10.9% | -75.5% | -34.6% |
| All | -71.2% | +14.6% | -85.8% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling